Open to opportunities

Sarah Lovell

@sarahlovell

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Detail-oriented credit professional with 10 years of banking experience.

Canada

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What I'm looking for

I am looking for a role that offers growth opportunities and values client-centric service.

I am a detail-oriented credit professional with a decade of experience in banking and financial services, currently thriving as an Associate Private Banker. My journey has been marked by a proven track record in evaluating complex credit applications and structuring tailored lending solutions for high-net-worth clients. I pride myself on my ability to analyze financial statements and assess risk factors, ensuring compliance with regulatory standards while delivering exceptional client service.

In my current role at Scotia Wealth Management, I collaborate closely with Senior Private Bankers and a multidisciplinary team to provide sophisticated banking and wealth solutions. My proactive approach and strong communication skills have enabled me to build lasting relationships with clients, ensuring their financial needs are met with precision and care. I am passionate about contributing to a high-performance team and continuously seek opportunities to deepen client relationships and enhance financial outcomes.

Experience

Work history, roles, and key accomplishments

Current

Associate Private Banker

Current

Scotia Wealth Management

Jul 2022 - Present (3 years)

Supported the delivery of sophisticated banking, credit, and wealth solutions for high-net-worth individuals and families. Collaborated with Senior Private Bankers and a multidisciplinary team to ensure an exceptional client experience through personalized service and proactive financial guidance.

Wealth Management Financial Planning Client Relationship Management Compliance Risk Assessment Business Development

Financial Advisor / Senior Financial Advisor

Scotiabank

Jul 2016 - Present (9 years)

Provided holistic, goal-based financial advice to individuals and families, developing customized financial plans including investment, lending, insurance, and retirement strategies. Managed an assigned book of over 500 households, focusing on compliance and long-term client success.

Financial Planning Relationship Management Compliance Sales Mentoring Business Development Retirement Planning

Customer Representative

Scotiabank

Apr 2015 - Present (10 years 3 months)

Served as a frontline ambassador, delivering professional and customer-focused experiences. Addressed immediate client needs, resolved inquiries efficiently, and identified opportunities to connect clients with broader banking and financial planning services.

Customer Service Product Knowledge Compliance Team Collaboration Communication Problem Solving Relationship Building

Education

Degrees, certifications, and relevant coursework

University of Western Ontario

Bachelor of Arts (BA), Sociology & Psychology

Completed a Bachelor of Arts with a focus on Sociology and Psychology. Gained foundational knowledge in human behavior, societal structures, and research methodologies.

Canadian Securities Institute (CSI)

Certification, Investment Funds

Obtained the Investment Funds in Canada (IFC) certification from the Canadian Securities Institute (CSI). This certification provided essential knowledge for advising on investment funds.

Chartered Institute of Financial Planning (CIFP)

Diploma, Financial Planning

Completed a Financial Planning Diploma from the Chartered Institute of Financial Planning (CIFP). This diploma provided comprehensive training in various aspects of financial planning.

Chartered Institute of Financial Planning (CIFP)

Certification, Financial and Retirement Planning

Achieved the Registered Financial and Retirement Advisor (RFRA) designation from the Chartered Institute of Financial Planning (CIFP). This credential enhanced expertise in financial and retirement planning.